Thompson Siegel & Walmsley LLC Sells 5,773 Shares of Oracle Corporation $ORCL

Posted by Brian Himes on Jun 1st, 2026

Thompson Siegel & Walmsley LLC trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 8.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 59,767 shares of the enterprise software provider’s stock after selling 5,773 shares during the quarter. Thompson Siegel & Walmsley LLC’s holdings in Oracle were worth $11,649,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. HFM Investment Advisors LLC increased its stake in Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC bought a new stake in Oracle during the 4th quarter worth approximately $26,000. FSA Wealth Management LLC bought a new stake in Oracle during the 3rd quarter worth approximately $28,000. Joseph Group Capital Management bought a new stake in Oracle during the 4th quarter worth approximately $29,000. Finally, Investors Research Corp increased its stake in Oracle by 465.5% during the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 135 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Oracle Price Performance

Shares of ORCL opened at $225.85 on Monday. The stock has a market capitalization of $649.55 billion, a P/E ratio of 40.55, a P/E/G ratio of 2.15 and a beta of 1.65. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The company has a 50 day moving average of $170.81 and a 200-day moving average of $177.91. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle (NYSE:ORCL – Get Free Report) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period last year, the business earned $1.47 earnings per share. The firm’s revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities research analysts forecast that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were paid a $0.50 dividend. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 0.9%. Oracle’s dividend payout ratio (DPR) is currently 35.91%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle is benefiting from renewed enthusiasm for AI-related software stocks, with investors viewing the company as a key AI/cloud infrastructure winner alongside peers like Snowflake and ServiceNow. Snowflake, Oracle, ServiceNow Stocks Rally As AI Trade Heats Up Again
Positive Sentiment: Bullish trading signals and unusual options activity point to stronger near-term sentiment, including a Power Inflow alert and a big jump in call buying. Oracle Shares Rise 4% After Key Trading Signal
Positive Sentiment: Analysts and market commentary continue to highlight Oracle’s AI cloud backlog and improving outlook, suggesting investors are focusing more on growth potential than on recent volatility. Zacks Industry Outlook Highlights Oracle, Intuit and Progress Software
Positive Sentiment: Several recent pieces frame Oracle as a possible undervalued AI beneficiary, reinforcing the case for continued investor interest in the stock. Is Oracle Stock an Undervalued Stock to Buy?
Neutral Sentiment: Oracle is also drawing regulatory scrutiny over TikTok U.S. data safeguards and recommendation-algorithm concerns, which is not a direct business hit but could add headline risk. Democratic senator wants TikTok US JV, Oracle to answer questions on platform safeguards
Neutral Sentiment: Some investors are still focused on Oracle’s debt load and capital spending for AI data centers, a longer-term concern that could cap enthusiasm if profitability doesn’t keep up. Concerns Over Debt Weigh on Oracle (ORCL) Amid AI Data Center Expansion

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Robert W. Baird lowered their target price on Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research note on Tuesday, March 10th. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research note on Monday, March 9th. DA Davidson raised their price target on shares of Oracle from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, March 11th. Wedbush raised their price target on shares of Oracle from $225.00 to $275.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 13th. Finally, Citizens Jmp decreased their price target on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research note on Thursday, February 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and an average target price of $261.46.

Check Out Our Latest Stock Analysis on ORCL

About Oracle

(Free Report)

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.